Proactively Managing Change to Help Achieve Optimal Outcomes
For over twenty years, the professionals at Hanover Financial Group have offered advisory services aimed at helping clients proactively manage change to help create optimal outcomes. As your advocate, we will listen, guide and inform you about the various scenarios that will help you meet your short and long term goals.
All too often individuals assess their financial health by looking only at their investment portfolio. Our holistic, integrated wealth planning process begins by getting to know you, your dreams, ambitions, and concerns. Looking at the range of wealth management issues we help you develop a suitable, customized plan that will help you effectively manage your financial, personal and family health and well-being. As a member of your team we collaborate with your accountant, attorney and other advisors to create a common vision and plan to help you achieve optimal outcomes.
As your advisor, we strive to help you successfully manage the voyage ahead and develop an effective plan that will help you to generate optimal outcomes. Call for your complimentary consultation today. (802) 253-0160.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What can be learned from the savings rate?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you find it hard to attain personal life goals, there’s an app for that!
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.